Civic Intelligence

Fleishman & Weisman PC

Plan context: Fleishman & Weisman PC Retirement Trust

EIN 35-2278402 • San Jose, CA • 14 filings • 2 plans

79 Devine St., Ste 200San Jose, CA 95110
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$884,150

2024 Contributions

$60,409

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$884,150$442,075$0201120172023YearValue
$884,150Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

420201120172023YearValue
3Latest year 2023

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202410$0$0-
Fleishman & Weisman PC Retirement Trust-0---
202313$884,150$60,409$20,136iApproximate average salary by contribution assumption: employee only about $503,408 at 4% or $335,606 at 6%; with 50% employer match about $335,606 at 4% or $223,737 at 6%; with 100% employer match about $251,704 at 4% or $167,803 at 6%.
Fleishman & Weisman PC Retirement Trust-3$884,150$60,409$20,136iApproximate average salary by contribution assumption: employee only about $503,408 at 4% or $335,606 at 6%; with 50% employer match about $335,606 at 4% or $223,737 at 6%; with 100% employer match about $251,704 at 4% or $167,803 at 6%.
202213$721,484$61,633$20,544iApproximate average salary by contribution assumption: employee only about $513,608 at 4% or $342,406 at 6%; with 50% employer match about $342,406 at 4% or $228,270 at 6%; with 100% employer match about $256,804 at 4% or $171,203 at 6%.
Fleishman & Weisman PC Retirement Trust-3$721,484$61,633$20,544iApproximate average salary by contribution assumption: employee only about $513,608 at 4% or $342,406 at 6%; with 50% employer match about $342,406 at 4% or $228,270 at 6%; with 100% employer match about $256,804 at 4% or $171,203 at 6%.
202113$770,820$58,181$19,394iApproximate average salary by contribution assumption: employee only about $484,842 at 4% or $323,228 at 6%; with 50% employer match about $323,228 at 4% or $215,485 at 6%; with 100% employer match about $242,421 at 4% or $161,614 at 6%.
Fleishman & Weisman PC Retirement Trust-3$770,820$58,181$19,394iApproximate average salary by contribution assumption: employee only about $484,842 at 4% or $323,228 at 6%; with 50% employer match about $323,228 at 4% or $215,485 at 6%; with 100% employer match about $242,421 at 4% or $161,614 at 6%.
202013$647,676$59,495$19,832iApproximate average salary by contribution assumption: employee only about $495,792 at 4% or $330,528 at 6%; with 50% employer match about $330,528 at 4% or $220,352 at 6%; with 100% employer match about $247,896 at 4% or $165,264 at 6%.
Fleishman & Weisman PC Retirement Trust-3$647,676$59,495$19,832iApproximate average salary by contribution assumption: employee only about $495,792 at 4% or $330,528 at 6%; with 50% employer match about $330,528 at 4% or $220,352 at 6%; with 100% employer match about $247,896 at 4% or $165,264 at 6%.
201913$557,528$57,705$19,235iApproximate average salary by contribution assumption: employee only about $480,875 at 4% or $320,583 at 6%; with 50% employer match about $320,583 at 4% or $213,722 at 6%; with 100% employer match about $240,438 at 4% or $160,292 at 6%.
Fleishman & Weisman PC Retirement Trust-3$557,528$57,705$19,235iApproximate average salary by contribution assumption: employee only about $480,875 at 4% or $320,583 at 6%; with 50% employer match about $320,583 at 4% or $213,722 at 6%; with 100% employer match about $240,438 at 4% or $160,292 at 6%.
201813$423,865$52,600$17,533iApproximate average salary by contribution assumption: employee only about $438,333 at 4% or $292,222 at 6%; with 50% employer match about $292,222 at 4% or $194,815 at 6%; with 100% employer match about $219,167 at 4% or $146,111 at 6%.
Fleishman & Weisman PC Retirement Trust-3$423,865$52,600$17,533iApproximate average salary by contribution assumption: employee only about $438,333 at 4% or $292,222 at 6%; with 50% employer match about $292,222 at 4% or $194,815 at 6%; with 100% employer match about $219,167 at 4% or $146,111 at 6%.
201713$392,693$53,830$17,943iApproximate average salary by contribution assumption: employee only about $448,583 at 4% or $299,056 at 6%; with 50% employer match about $299,056 at 4% or $199,370 at 6%; with 100% employer match about $224,292 at 4% or $149,528 at 6%.
Fleishman & Weisman PC Retirement Trust-3$392,693$53,830$17,943iApproximate average salary by contribution assumption: employee only about $448,583 at 4% or $299,056 at 6%; with 50% employer match about $299,056 at 4% or $199,370 at 6%; with 100% employer match about $224,292 at 4% or $149,528 at 6%.
201613$290,767$55,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
Fleishman & Weisman PC Retirement Trust-3$290,767$55,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
201513$225,286$53,600$17,867iApproximate average salary by contribution assumption: employee only about $446,667 at 4% or $297,778 at 6%; with 50% employer match about $297,778 at 4% or $198,519 at 6%; with 100% employer match about $223,333 at 4% or $148,889 at 6%.
Fleishman & Weisman PC Retirement Trust-3$225,286$53,600$17,867iApproximate average salary by contribution assumption: employee only about $446,667 at 4% or $297,778 at 6%; with 50% employer match about $297,778 at 4% or $198,519 at 6%; with 100% employer match about $223,333 at 4% or $148,889 at 6%.
201414$177,568$40,600$10,150iApproximate average salary by contribution assumption: employee only about $253,750 at 4% or $169,167 at 6%; with 50% employer match about $169,167 at 4% or $112,778 at 6%; with 100% employer match about $126,875 at 4% or $84,583 at 6%.
Fleishman & Weisman PC Retirement Trust-4$177,568$40,600$10,150iApproximate average salary by contribution assumption: employee only about $253,750 at 4% or $169,167 at 6%; with 50% employer match about $169,167 at 4% or $112,778 at 6%; with 100% employer match about $126,875 at 4% or $84,583 at 6%.
201314$131,901$47,100$11,775iApproximate average salary by contribution assumption: employee only about $294,375 at 4% or $196,250 at 6%; with 50% employer match about $196,250 at 4% or $130,833 at 6%; with 100% employer match about $147,188 at 4% or $98,125 at 6%.
Fleishman & Weisman PC Retirement Trust-4$131,901$47,100$11,775iApproximate average salary by contribution assumption: employee only about $294,375 at 4% or $196,250 at 6%; with 50% employer match about $196,250 at 4% or $130,833 at 6%; with 100% employer match about $147,188 at 4% or $98,125 at 6%.
201214$72,498$35,200$8,800iApproximate average salary by contribution assumption: employee only about $220,000 at 4% or $146,667 at 6%; with 50% employer match about $146,667 at 4% or $97,778 at 6%; with 100% employer match about $110,000 at 4% or $73,333 at 6%.
Fleishman & Weisman PC Retirement Trust-4$72,498$35,200$8,800iApproximate average salary by contribution assumption: employee only about $220,000 at 4% or $146,667 at 6%; with 50% employer match about $146,667 at 4% or $97,778 at 6%; with 100% employer match about $110,000 at 4% or $73,333 at 6%.
201112$32,762$32,592$16,296iApproximate average salary by contribution assumption: employee only about $407,400 at 4% or $271,600 at 6%; with 50% employer match about $271,600 at 4% or $181,067 at 6%; with 100% employer match about $203,700 at 4% or $135,800 at 6%.
Fleishman & Weisman PC Retirement Trust-2$32,762$32,592$16,296iApproximate average salary by contribution assumption: employee only about $407,400 at 4% or $271,600 at 6%; with 50% employer match about $271,600 at 4% or $181,067 at 6%; with 100% employer match about $203,700 at 4% or $135,800 at 6%.